On Tuesday, August 19, Dave was featured onCNBC’s Power Lunchto discuss what small business owners need to do to prepare for retirement. The discussion stemmed from a survey conducted by Financial Planning Association (FPA) and CNBC.
The Yeske Buie Financial Planning Team recently attended the 2014 FPA Far West Round-Up Conference in Santa Cruz. The Round-Up has many features of the Old West, including a designated sheriff (leader), posse (conference committee), and greenhorns (the new attendees). We will be sharing some of the insights gleaned from the conference in the next Digest.For now, we hope you enjoy some of the photos from the event.
Lauren Grove Passes the CFP® Exam We are pleased to announce that Lauren Grove has passed the CFP Exam. The CFP Exam is one of three steps required to earn the CERTIFIED FINANCIAL PLANNER designation. Lauren’s last requirement is to complete the two year apprenticeship requirement which she will fulfill by Spring 2015. Learn more about Lauren Stansell and earning the CFPCertification.
Ask Elissa and Dave
Interested in learning more about Dave or Elissa as financial planners or as avid travelers? Looking for some clarity on a financial planning topic, the markets, or your portfolio? Share your curiosity with Elissa and Dave and receive an answer to the questions you’ve always wanted to ask!Read Dave’s answer to our first question.
The Yeske Buie offices will be closed September 1 in observance of Labor Day.
At Yeske Buie, our purpose is to empower people to pursue their Live Big® lives. And our greatest strength is our dedicated team of professionals, led by our two founders, who between them have over 70 years of combined experience practicing financial planning and leading the profession.